Add a Party

Search for an individual by last name, first name, company, or alias.
A minimum of four characters are needed to conduct the search, and the search criteria can be altered to accept characters that the name either begins with, ends with, or contains.

Click Search, then select a party from the list to add them to the Matter record.

If the party you need is not displayed, click the Add New Party button to create new party data.

Enter all information available, first and last name required, and click Add New Party.

If the party you would like to add is listed, click on the party name.

Add a classification and add or edit an insurance claim number and date.

Click Add [Party Name] to confirm.

Once the party has been added you are able to edit contact information and payment or loan information. See View Party Information for more details.